2023 Form 5500 filing — Nmc Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015164911NAL0029166273001) for Nmc Retirement Plan, reported by Bhp New Mexico Coal Inc. under EIN 45-2485938 and plan number 003. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015164911NAL0029166273001
Filing year
2023
Form type
2
Plan sponsor
Bhp New Mexico Coal Inc.
EIN
45-2485938
Plan number
003
Location
Tucson, AZ
Participants
180
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$28,851,072
Total liabilities (EOY)
$4,862
Net assets (EOY)
$28,846,210
Employer contributions
$0
Total income / additions
$2,087,169
Benefits paid
$1,690,999
Administrative expenses
$293,129
Total expenses
$1,984,128
Net increase / (decrease)
$103,041
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Northern Trust CompanyNONE$79,701$0
Aon Hewitt Investment ConsultingNONE$76,604not reported in the loaded dataset
Pacific Investment Mgmt CompanyNONE$75,175not reported in the loaded dataset
Ham, Langston & Brezina, LlpNONE$28,840not reported in the loaded dataset
Morgan Garris, LLCNONE$15,530not reported in the loaded dataset

Related Form 5500 pages